Finmo + Orbit Integration

Connect Finmo to Orbit in 1 click

Integrate Finmo + Orbit For Free Free forever. Use premium features free for 14 days.

Popular Finmo + Orbit Workflows

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Finmo + Orbit Integration

Create Orbit contact for new Finmo applicaion

When someone completes your Finmo, a new contact is automatically created in your Orbit. This way, you can quickly follow up with the applicaion and turn them into a customer!

Plus, all of the information from the Finmo is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Finmo - Orbit integration set up makes it easy to manage your customer relationships and grow your business.
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Create Automation
Finmo + Orbit Integration
1.
  • Finmo
    New deal is created in Finmo Instant
  • Finmo
    Deal note is created in Finmo Instant
  • Finmo
    Deal is submitted in Finmo Instant
  • Finmo
    Document request status is updated in Finmo Instant
  • Finmo
    Application is submitted by borrower in Finmo Instant
  • Orbit
    New Activity in Orbit
2.
  • Orbit
    Create Member in Orbit
  • Orbit
    Update Member in Orbit
  • Orbit
    Get a Member in Orbit
  • Orbit
    Get a Member by Identity in Orbit
  • Orbit
    Create Member Note in Orbit
  • Orbit
    Create Activity in Orbit
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